Astrazeneca Share Discussion Threads

[careful] 07/9/2017 11:56

the new asthma drug looks promising.

[nocky44] 03/9/2017 17:53

can expect a pullback from a chart point of view, if current pattern is to be continued, North Korea likely to influence markets tomorrow, expecting 4480 to give support, but external factors can blow any charts out the window

[ianood] 03/9/2017 09:13

Alp - Don't always agree with you but that post is bang on the money.

[alphorn] 02/9/2017 11:59

Nothing new here. IP has always been an issue.
Generics will nearly always appear once big sellers go off patent. The strength of the IP protection has always been important.

No lessons to be learnt.

[marksp2011] 01/9/2017 12:29

Re GSK or AZN

Why not try both?

[grahamite2] 11/8/2017 10:48

Hmm. This is the first post of the trading week and I have nothing to say.

[buywell3] 05/8/2017 07:32

Neurological diseases like Alzheimers' are being wrongly diagnosed

They are forms of CJD caused by prions ..... it is a MASSIVE cover up

read this




then this

[essentialinvestor] 02/8/2017 15:00

M, would be interesting. GSK X for 19 pence tomorrow from memory.

Agree with Woodford's comment on liberal amounts
of full valuations currently. I'm often too cautious though.

Edit, GSK XD is next Thursday.

[minerve] 02/8/2017 14:03

Happy to compare notes in 12-18mnths romeike

Your GSK against my RB. and AZN equivalent mix.

[romeike] 02/8/2017 13:41

Rubbish, there is only one reason to hold AZ now over GSK and that is on the hope it will get bought out. May government will never see AZ sold off, just look at recent statements on this exact point.

Current CEO should be begging investors for forgiveness for poo-pooing an AMAZING offer from Pfizer, shamelessly hyping AZ pipeline into the stratosphere.

On the other hand, having seen Emma Walmsley at GSK in action, very impressive...

If I want risk I'll go biotech thanks, better returns than anything AZ offers.

Good luck all.

[essentialinvestor] 02/8/2017 08:14

GSK have got work to do on the medium term pipeline,
their advantage, for now, is having ample time for development
with no major patent loses until 2026/7.

AZN as a pure pharma play is higher risk/higher reward imv.

[minerve] 01/8/2017 23:09

AZN all the way. Easy options deliver mediocre performance. Stick with your GSK, get your slippers and cocoa and enjoy the silence....

[mattboxy] 01/8/2017 19:23

GSK has no imminent patent cliff Heading towards a wall is not trueAZ has sold all the family silver to fund new drugs that may or may not deliver - take your pick

[minerve] 01/8/2017 14:48

"GSK is heading towards a brick wall"

If that ISN'T the case then why the sudden desperate move to invest in pharma?

[romeike] 01/8/2017 13:31

"GSK is heading towards a brick wall" - What trash. GSK is growing, AZN not so much.

[nw99] 31/7/2017 15:48

Astra is the one again on bid list plenty of upside

[minerve] 31/7/2017 15:20

"Think Woodford sold the wrong Big Pharma. Beware the dead cat bounce. Soriot gone by Christmas."

No. Definetely not. GSK is heading towards a brick wall.

[romeike] 31/7/2017 14:59

Think Woodford sold the wrong Big Pharma. Beware the dead cat bounce. Soriot gone by Christmas.

[nw99] 30/7/2017 19:12

Finally, Sabah Meddings, writing for Sunday Times' 'Inside The City' column, looked at AstraZeneca, with a share price that plunged last week after it revealed its key 'Mystic' cancer drug trial had produced disappointing results.The drugmaker had tried its best to deflect the bad news by highlighting ann $8.5bn partnership with Merck over its Lynparza cancer treatment, as well as positive phase III results for another of its cancer candidates Tagrisso.But investors were having none of it, wiping £10bn off the value of AstraZeneca in a single day.Meddings suggested the City may have overreacted, however, saying the crash could have been exacerbated by uncertainty over the future of the company's chief Pascal Soriot, and pointing out Neil Woodford's decision to continue to back Astra over rival GlaxoSmithKline.Woodford had noted that Astra remained "very attractive" - comments backed up by Citi's 'buy' rating on the stock.Meddings said Astra's shares looked cheap compared to GSK at 22 times earnings - about half of Glaxo's valuation - but added that Astra's value wasn't wildly different to the rest of the sector globally.She said that - Mystic aside - the results were "OK", as revenue fell 11% to $10.5bn in the first half, in line with expectations, and profits still leaping 22% to $1.8bn even after accounting for weak sterling.Meddings said it would take time for other projects to emerge from the lab in an investable state, although ongoing speculation of a potential bid from Novartis would likely "keep a floor" on Astra's price."Therefore, Astra looks like a reasonable each-way bet - and one that pays a dividend."

[stewart64] 29/7/2017 19:25

Really don't expect this one to revisit the low of last week's crash either.

It was mentioned the rally will be sold into sending it lower, but the sentiment appears very bullish now.

This aint no Provident Financial where the initial crash was just the first course.

I really am not so confident about Imperial Brands, especially as the share dived after closing and had in anycase recovered nearly all the loss at one stage.

May well be a second sell off there come Monday.

[bluemango] 28/7/2017 19:43

Woodford backs AstraZeneca after Mystic crash
by Gavin Lumsden Jul 28, 2017 at 17:00

Yesterday’s 16% plunge in the shares of AstraZeneca (AZN) was a massive stock market over-reaction, according to star fund manager Neil Woodford.

[holts] 28/7/2017 19:14

Woodford proclaims he is hanging on to his holding